25 and 26 April 2017

Four Seasons Hotel, Hampshire


Two days of boardroom sessions with fund managers and a networking dinner

Dress code: business casual

Event overview

JIC Spring 2017 will once again take place at the Four Seasons Hotel, Hampshire. JIC is all about debate, discussion, networking and knowledge-sharing amongst senior investment professionals and we're delighted to be joined by several of the most popular fund managers alongside excellent external speakers.

Please read more about the event and who you'll be hearing from below.

We hope you can join us for JIC Spring 2017.

Agenda

The agenda comprises boardroom sessions with fund managers from each of the sponsoring groups. Delegates are split into smaller groups for these sessions, to facilitate interaction and debate.

Tuesday 25 April
9:00am Registration and check-in
9:30am Welcome
9:40am Anne Applebaum, political columnist at the Washington Post
10:20am Break
10:30am Boardroom sessions
12:40pm Lunch
1:30pm Boardroom sessions
2:55pm Break
3:10pm Boardroom sessions
3:50pm Break
4:00pm New Ideas Fringe
6:00pm Free time
8:00pm Dinner with Martin Elliot, Leading surgeon and former Medical Director at Great Ormond St Hospital.
Wednesday 26 April
9:00am Fringe sessions
9:45am Coffee
10:00am Boardroom sessions
12:10pm Lunch with Matthew Syed, columnist at The Times
1:30pm Boardroom sessions
3:40pm Afternoon tea and departures

External speakers

We're delighted to have another great line up of external speakers for JIC Spring 2017. Please click below to read more about them.

Anne is a columnist for the Washington Post and Slate. She is also an adjunct fellow of the Center for European Policy Analysis, and until recently, directed the Transitions Forum at the Legatum Institute in London. Formerly a member of the Washington Post editorial board, she has also worked as the Foreign and Deputy Editor of the Spectator magazine, as the Political Editor of the Evening Standard, and as a columnist at several British newspapers, including the Daily and Sunday Telegraphs. She was recently appointed Visiting Professor of Practice at the London School of Economics Institute of Global Affairs, where she will be running a program on disinformation and 21st century propaganda and build the Transformation Lab focusing on political and economic transformation challenges in individual countries.

Martin has had a career in medicine that spans three decades. He is currently the Professor of Paediatric Cardiothoracic Surgery at University College London and the 37th Professor of Physic at Gresham College London. He is Director of the National Service for Severe Tracheal Disease in Children, based at Great Ormond Street Hospital (GOSH). Until recently, he was medical director at GOSH, a post he has relinquished to spend more time with Great Ormond Street Hospital Children's Charity. Martin has done a huge amount of research around the improvement of teamwork within cardiac care, developing ways in which error could be eliminated in the operating theatre. His research has involved consulting and working for long periods with Formula 1 teams and NASA, as well as the airline and hotel industries.

Matthew is currently a columnist and feature writer for The Times. He writes a column on sport as well as penning reviews, opinion and interviews. His book, Bounce, is a critically acclaimed work into 'what does it take to be the best'? Matthew explains why some people thrive under pressure and others choke, and weighs the value of innate ability against that of practice, hard work and will. Matthew's latest book is Black Box Thinking: The Surprising Truth About Success. Published in September 2015, it examines how learning from past mistakes is one of the best ways ensure future success. Before becoming a writer Matthew was the England table tennis number one for almost a decade, three-times Commonwealth Champion, and twice competed for Great Britain in the Olympic Games (in Barcelona in 1992 and Sydney in 2000).

Presentations


Peter Saacke and Raheel Altaf - Global Emerging Markets Fund

Nicolas Trindade - AXA Sterling Credit Short Duration Bond Fund

Stephen Paice - European Fund

Giulia Pellegrini - BSF Emerging Market Flexi Dynamic Bond Fund

N/A

John Bennett - European Equities

John Stopford - Multi-Asset Income

Andreas Michalitsianos - Sterling Corporate Bond

James Clunie - Jupiter's Absolute Return Fund

Bill Hench - US

Daniel White - North American Value Fund

Nick Kirrage and Rupert Rucker - Value, back from the dead...

Shayne Dunlap and Richard Marshal - Alpha: your new best friend

Fringe sessions

Over breakfast on Wednesday we will have our informal breakfast sessions with Paul Redmond, a leading expert on generations and millenials, and contributing editor at Wine Spectator, Suzanne Mustacich. Please read more about them below.

Paul is Director of Student Life at the University of Manchester. A leading expert on generations and the graduate labour market, he has presented at numerous events and conferences around the world. In addition to writing regularly for national newspapers, Paul is a frequent guest on both radio and TV, appearing on numerous BBC and independent news programmes. Paul is leading the research into the future of work, “Generation Y”, and the influence of social and economic factors on employability. He is the author of several books including the best-selling, The Graduate Careers Formula, A Parent's Guide to Graduate Jobs, and Generally Speaking: a Workplace Survival Guide for Generation Y.

Suzanne Mustacich is a contributing editor at Wine Spectator. She was previously a Bordeaux correspondent for Agence France Presse, a columnist for the Chinese magazine Wine Life, a contributor to Wine Business International, and a television producer for NBC News and several production companies. She is the author of the critically acclaimed Thirsty Dragon: China's Lust for Bordeaux and the Threat to the World's Best Wines, an inside view of China's quest to become a global wine power and Bordeaux's attempt to master the thirsty dragon it helped create. Winner of the 2015 André Simon Book Award, Thirsty Dragon lays bare the untold story of how an influx of Chinese money rescued France's most venerable wine region from economic collapse, and how the result was a series of misunderstandings and crises that threatened the delicate infrastructure of Bordeaux's insular wine trade. The Bordelais and the Chinese do business according to different and often incompatible sets of rules, and Suzanne uncovers the competing agendas and little-known actors who are transforming the economics and culture of Bordeaux, even as its wines are finding new markets-and ever higher prices-in Shanghai, Beijing, and Hong Kong, with Hong Kong and London traders playing a pivotal role. Additionally, she holds a bachelor's degree from Yale University and an enology diploma from the University of Bordeaux.

New for this year, our 'New Ideas Fringe' on Tuesday afternoon looks at fresh thinking in the asset management industry. You will have the opportunity to hear from several speakers you may not have come across before about their research and new propositions for investing.

Venue

The Four Seasons Hotel is set in the idyllic Hampshire countryside. The beautiful surroundings offer the perfect setting for our two-day conference.

If you would like to use the hotel's extensive leisure facilities during your stay, we would be happy to arrange this.

The hotel is around 50 minutes' train from London Waterloo to Fleet and transfers can be provided. If you are driving, please see the hotel website for directions.

Accommodation is automatically provided on Tuesday night as part of the conference. As we have an early start on Tuesday morning, we are also delighted to offer optional accommodation on Monday night also.